Integrity Wealth Management NC provides personalized portfolio management services to individuals and high-net-worth individuals. The firm creates a customized Investment Policy Statement for each client, outlining income, tax levels, and risk tolerance to guide asset selection and allocation. Services include investment strategy development, ongoing portfolio monitoring, asset selection, and risk management. The firm limits its money management primarily to mutual funds, individual stocks, bonds, fixed income and debt securities, exchange-traded funds, real estate, real estate investment trusts, insurance products including annuities, and government securities. Integrity Wealth Management NC operates on a fee-only basis, charging advisory fees based on a percentage of the value of your portfolio, and does not participate in bundled fee programs or accept third-party commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable based on the type of client, complexity of the situation, account composition, potential for additional deposits, relationship with the representative, and total assets managed.